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Things to Pack:
 Good wrinkle free clothes
 Comfortable pair of shoes
 Lots of Visiting Cards
2
1
 It is very important for the CEO and the
CFO to be present in all Road Show Investor
Meetings. Others are add-ons.
 Keep a snapshot of your team ready. The
investor is always keen to know the strength
of the delivery platform.
Alpha Team
3
2
 Always carry hardcopies of presentation
and other material, you require.
 Never trust the projector or the laptop to
work the way you want.
Don’t Trust Technology
4
3
 Schedule your meetings appropriately that allows
you to reach on time.
 Basic Rule of Thumb suggests:
10 mins - Meeting & Greeting
20 mins - Presentation
15 mins - Q&A
----------------------------
45 mins – Total
Timing
5
4
 Research the Investor and the Analyst you plan to
meet. Also understand the Investment environment
and evaluate if there are legal/technical challenges
if you to take investments from a particular investor
(say by virtue of jurisdiction, structure, taxation,
etc.)
 Always keep a quick report that shows how you
are better placed than your competition.
Research Well
6
5
 Plan all possible scenarios (on fund raise amount &
valuations) before commencing Road Show
 Prepare thoroughly for the Investor Meeting. Undertake
mock-runs to perfect the same.
 Prepare well in advance answers to all possible questions.
The CEO and the CFO both should speak the same language,
every time.
Plan, Practice and Prepare
7
6
 Don’t let your IBanker run the show/process.
 You need to be in control of the situation.
 Investor is betting on you and not your IBanker.
 Also remember, you are giving a stake in your
company to the Investor and not your IBanker.
Sit In The Drivers Seat
8
7
 Just being smart and successful doesn’t always help.
 You have to be creative.
 Come up with interesting win-win solutions, every time
you face a challenge (You will be surprised with the number
of challenges you will face once you begin the exercise).
Be Creative
9
8
 You should know your numbers and the detailing
behind it very well.
 Have a roadmap for achieving the numbers
projected. The investor is always curious and keen
to learn 'how you will get there', particularly if a
quantum jump is being projected.
Know Your Numbers Well
MATH
10
9
You will need to run a lot of analysis and prepare
reports (at quick notice) before your fundraise
And
Lots more, each month, once you have raised some
funds.
Have A Strong Finance Function
11
10
12
SuperCFO Services Pvt. Ltd.
We would appreciate your feedback/comments.
Email: info@supercfo.com
Website: www.supercfo.com
Follow Us:
Thank You

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Top 10 Power Tips for a Sucessful Investor Road Show (whether for IPO or for PE)

  • 1.
  • 2. Things to Pack:  Good wrinkle free clothes  Comfortable pair of shoes  Lots of Visiting Cards 2 1
  • 3.  It is very important for the CEO and the CFO to be present in all Road Show Investor Meetings. Others are add-ons.  Keep a snapshot of your team ready. The investor is always keen to know the strength of the delivery platform. Alpha Team 3 2
  • 4.  Always carry hardcopies of presentation and other material, you require.  Never trust the projector or the laptop to work the way you want. Don’t Trust Technology 4 3
  • 5.  Schedule your meetings appropriately that allows you to reach on time.  Basic Rule of Thumb suggests: 10 mins - Meeting & Greeting 20 mins - Presentation 15 mins - Q&A ---------------------------- 45 mins – Total Timing 5 4
  • 6.  Research the Investor and the Analyst you plan to meet. Also understand the Investment environment and evaluate if there are legal/technical challenges if you to take investments from a particular investor (say by virtue of jurisdiction, structure, taxation, etc.)  Always keep a quick report that shows how you are better placed than your competition. Research Well 6 5
  • 7.  Plan all possible scenarios (on fund raise amount & valuations) before commencing Road Show  Prepare thoroughly for the Investor Meeting. Undertake mock-runs to perfect the same.  Prepare well in advance answers to all possible questions. The CEO and the CFO both should speak the same language, every time. Plan, Practice and Prepare 7 6
  • 8.  Don’t let your IBanker run the show/process.  You need to be in control of the situation.  Investor is betting on you and not your IBanker.  Also remember, you are giving a stake in your company to the Investor and not your IBanker. Sit In The Drivers Seat 8 7
  • 9.  Just being smart and successful doesn’t always help.  You have to be creative.  Come up with interesting win-win solutions, every time you face a challenge (You will be surprised with the number of challenges you will face once you begin the exercise). Be Creative 9 8
  • 10.  You should know your numbers and the detailing behind it very well.  Have a roadmap for achieving the numbers projected. The investor is always curious and keen to learn 'how you will get there', particularly if a quantum jump is being projected. Know Your Numbers Well MATH 10 9
  • 11. You will need to run a lot of analysis and prepare reports (at quick notice) before your fundraise And Lots more, each month, once you have raised some funds. Have A Strong Finance Function 11 10
  • 12. 12 SuperCFO Services Pvt. Ltd. We would appreciate your feedback/comments. Email: info@supercfo.com Website: www.supercfo.com Follow Us: Thank You